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Tajinder Singh
August 16, 2015
| 3 minute read

Pool Asset Management: End-to-End

Cycle
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Overview:  Pool asset management (PAM) allows an organization to manage its pool
 Like assets using a graphical planning board. Examples of pool assets can be vehicles,
beamers, laptop etc. In this document, I will take an example of pool asset as vehicle
to go through the different steps. By using PAM, a planner can request, issue, return
 RSS Feed and then finally settle the service provided using the graphical planning board.

Steps involved in PAM:

The entire end-to-end scenario for PAM involves below steps:

1) Creation of demand

2) Demand Planning with Graphical Planning Board

3) Issue of pool asset

4) Return of pool asset

5) Settlement

Before I go into detailed steps, I would like to mention some pre-requisites that must
be fulfilled before this scenario is run:

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1) A functional location is created and all pooled equipment (vehicles) installed at

functional location

2) A pool of vehicle is created using transaction code PAM01 and functional location
assigned to this pool

3) Equipment created as pool asset must have a measuring point assigned for
odometer reading and PAM category (PCM_KAT) assigned in equipment
characteristics

4) All configuration related to PAM are done. Refer this link: Customizing – Pool
Asset Management – SAP Library

Now, let’s go through all the steps for pool asset management in detail:

1) Creation of demand:

Demand can either be created by a requester or a planner. Let’s assume that the
demand is created by a requester. This is done by using transaction IW21 for creating
a notification with a standard notification type MF.

Requester enters user and requester information along with notification description
exp. ‘Request vehicle’.

Location is entered where the vehicle is required.

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In ‘Pool Asset’ tab, start and end time for requested vehicle is entered along with the
Pool Name by the requester.

In ‘Settlement’ tab, details of settlement object is entered.

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Notification is released and saved

2) Demand Planning with Graphical Planning Board

Planner logs in the planning board using transaction PAM03 and views created
notification in the bottom half section of the planning board.

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Planner can drag the demand and move it to the upper portion of the planning board
and can assign it to one of the available vehicle in the pool.

The planner can double click the demand and click on ‘Reserve’ button to reserve the
demand of the vehicle on a particular time.

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This changes the color of the demand to say red in the planning board.

3) Issue of pool asset

The planner will then issue the pool asset by double clicking on the request and
entering odometer reading.

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This changes the color of request to green meaning the vehicle is issued to the
requester.

4) Return of pool asset

After the requester uses the vehicle and returns the vehicle back, planner will then
enter the details in the system (such as new odometer reading) by double clicking on
the green bar. This changes the green bar to a small line on the planning board.

5) Settlement
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The planner then double click the small line and click on the ‘Settle’ button to
capture the costs in a work order.

Planner assigns value against the value category from say actual vehicle usage time.

An order of type xxxx as defined in configuration is created automatically in the

backend.

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If you open the order, you will see the costs are reflected in the order in the ‘Costs’
tab.

This cost can then be settled to the final cost object by the finance team during their
settlement run.

This completes the entire cycle for pool asset management.

Thanks,

Tajinder
Alert Moderator

Assigned tags

PLM Enterprise Asset Management (EAM)/Plant Maintenance (PM)

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16 Comments

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Former Member
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September 4, 2015 at 2:29 pm

Hi Tajinder,

Very Good document.

I have one question. We configure PAM in our development system. When we are running

PAM03 it takes long time to fetch the data. Are you experincing same issue in your system.

Regards

K Patel

Like 0 | Share

Tajinder Singh | Blog Post Author

September 4, 2015 at 4:15 pm

Hi Kuldip,

Thanks for your kind comments!

We did not face this issue while running PAM03. Seems like these are some performance issues,
better to talk to your technical counterparts.

Thanks,

Tajinder

Like 0 | Share

Ashu Aggarwal
September 5, 2015 at 9:46 am

Hi Tajinder,

Very useful document.

I have few queries.

1) I am not clear about  meaning of  Pool assets(What is Pool assets ?)

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2) How it differs from Maintenance & Repair ?

3) Ho can we utilize Laptops/It assets as a 

                                                    Pool assets (Like issue to end user and return) ?

Please guide.

Like 0 | Share

Tajinder Singh | Blog Post Author

September 8, 2015 at 2:49 pm

Hi Ashu,

Pool assets mean assets which are shared among different users in an organization. For example if a
vehicle can be used by many users and not specifically by a single user, this can be created in the
system as a pooled asset. PAM can be used to track such assets.

Here we are not talking about maintenance and repair. PAM is used just to track who took the pooled
asset (say vehicles), when, how much it was used (miles,hrs etc.) and how much cost can be charged
against a specific cost center (say) for using that pooled asset.

That's correct, if a laptop is a shared asset and a company wants to track its use this can be definitely
tracked using PAM. Though I have seen PAM used primarily for tracking vehicles and not any other
asset.

Thanks,

Tajinder

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Ashu Aggarwal
September 9, 2015 at 3:45 am

Hi Tajinder,

Thanks for good explanation.

Thanks

Ashu

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Kalyan Chakravarthi
September 10, 2015 at 11:57 am

Hi Tajinder,

Nice document...learned a new functionality. Thanks for sharing.

Best Regards

Kalyan

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Tajinder Singh | Blog Post Author

September 10, 2015 at 12:38 pm

Thanks Kalyan!

Regards,

Tajinder

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Former Member
October 4, 2015 at 5:44 am

Hi

Tejinder

Its very informative. I have configured PAM in our system. But unable to make the settlement. System gives
the message " No vehicle type is maintained: Settlement not possible"

I have maintained the category (PAMS_VHC) through the class type PAM and characteristics.

Let me know if i have to make further settings

Regards 

Like 0 | Share

Tajinder Singh | Blog Post Author

October 5, 2015 at 3:00 am

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Hi Gopal - Make sure that the same characteristics are maintained in the equipment master as well;
also the configuration is done for the assignment of activity type to controlling area and PAM category.

Hope this helps!

Thanks,

Tajinder

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Former Member
October 5, 2015 at 6:59 am

Thank you Tejinder for your replay. It was helpful.  I am not getting the above mentioned error.

But i am getting below message.

Unit ****** is not equal to unit HR determined for activity type 4WDDD
Message no. PAMS159

I am using the CO activity type 4wddd, assigned to the respective equipment cost center. this
activity type is maintained under PAM customization for the pool category.

Equipment has measuring point with KM as UOM. Business requirement is to make the the
settlement based on the number of hours usage for the vehicles not based on the running KM

Regards

Gopalakrishna Bhat

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Vidhyadharan KP
October 5, 2015 at 10:32 am

Hi Tajinder,

like to introduce the pool management in our office. Kindly do send me some on configurations. Like screen
setup etc, since I am new to configuration setup.

Can you please send me to my mail id [email protected] . It will helpful for me

Regards

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Vidhyadharan

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Former Member
May 6, 2017 at 11:34 pm

Hi

I have done  alll set up  and when doing the settlement , getting an error unable to determine pool category for
requirement message no PAMS145.

can anyone help me.

Like 0 | Share

Former Member
December 27, 2017 at 3:27 am

Hi Tajinder,

Very useful document, thank you.

Anw we want to use pool asset management, but i'm new in this. Do you how can i cancel goods issue or
return that i have already posted? is it possible cancel it? I need this to prevent if my user make a mistake and
want to cancel this status.

I'm really appreciate for your help Tajinder.

Thanks

Yohana

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Vieriu Andrei
April 16, 2018 at 11:45 am

Hi guys,

I am new in PAM. Does anyone have some best practices or some kind of processes that can share with me. I
want to start exploring the possibility that PAM has to offer to see if it will be a good aquisition for my
company. Please send if you have something at: [email protected].

Thank you in advanced,

Andrei.

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Muhammad Babar Saleem

December 11, 2019 at 12:50 pm

Thanks for elaborating end to end cycle.

I have an issue while performing an activity on the planning board the color of the demand stays unchanged.
However, as stated in your guidelines on every activity the color supposed to change at every step. Kindly do
let me know if I am missing any important steps or prerequisite while planning pool assets.

Like 0 | Share

Vladislav Solovyov
February 4, 2020 at 12:23 pm

Dear Tajinder!

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Thanks for guide. Does small line stays  on planing board (PAM03) forever? even after settle? Thanks in
advance.

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